Logicim's ready-to-use Sage 50 CA Pivot Table Comparative Income Statement.

Introduction

The Pivot Table Comparative Income Statement Report presents income-statement data in a pivot table for comparisons across periods and other supported dimensions.

Prerequisites

View Requirements here

XLGL Requirements dropdown on the Logicim product page

What the Report does

It provides Report, Comparative, and Chart views for revenue, expense, profitability, trend, and variance analysis.

How to use the Report

Step 1: Enter the required period inputs in C8 and C9.

Step 2: Select Refresh on the XLGL ribbon.

Step 3: Review the Report, Comparative, and Chart results.

Customization options

Adjust the desired year on the Parameters sheet and use the pivot-table header Autofilter to select a type.

Common use cases

Compare results across periods.
Analyze performance by supported dimensions such as department or project.
Identify trends and variances in revenue, expenses, and profitability.

Troubleshooting

Issue: No data is populated.
Solution: Verify the input parameters and confirm that the selected period contains records, then select Refresh.

FAQs

Q: How can I see the account ID associated with the values in column C?
A: Unhide column B.

Best practices

Confirm the period inputs before refreshing.
Refresh the Report after changing an input.
Review period labels and active filters before comparing results.

References

Request a Custom Report: https://www.logicimtech.com/en/Services/CustomReport

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Edited: Wednesday, August 26, 2026

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